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Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
2101
Front Row Advisors
California
$246K – – –
QIM
2102
Quest Investment Management
Oregon
$246K – – –
FIB
2103
First Interstate Bank
Montana
$245K +$7.33K +65 +3%
PCM
2104
Prelude Capital Management
New York
$244K +$235K +2,083 New
LDFR
2105
Lehman & Derafelo Financial Resources
Pennsylvania
$243K – – –
RRA
2106
Round Rock Advisors
Connecticut
$243K – – –
FG
2107
Foster Group
Iowa
$241K +$3.72K +33 +2%
CFG
2108
CKW Financial Group
Hawaii
$240K – – –
OFW
2109
Omnia Family Wealth
Florida
$239K – – –
TC
2110
Trilogy Capital
California
$239K +$789 +7 +0.3%
HWIS
2111
Hancock Whitney Investment Services
Louisiana
$238K +$229K +2,030 New
NFG
2112
Nadler Financial Group
Illinois
$237K +$5.75K +51 +3%
BMD
2113
Better Money Decisions
New Mexico
$236K -$55.7K -494 -20%
MAM
2114
Marquette Asset Management
Minnesota
$236K -$3.27K -29 -1%
AAM
2115
Arabesque Asset Management
United Kingdom
$235K -$610K -5,414 -73%
B
2116
Bridgeworth
Alabama
$235K +$3.04K +27 +1%
MA
2117
Mezzasalma Advisors
New Jersey
$235K +$14.4K +128 +7%
WIA
2118
World Investment Advisors
California
$235K +$277K +2,453 New
ACA
2119
Ascension Capital Advisors
Texas
$234K – – –
SPIO
2120
Seven Post Investment Office
California
$234K – – –
VAM
2121
Veritas Asset Management
United Kingdom
$234K – – –
BFIM
2122
Beese Fulmer Investment Management
Ohio
$234K +$11.2K +99 +5%
CWA
2123
Clearview Wealth Advisors
Oregon
$233K +$338 +3 +0.2%
PNC
2124
Park National Corp
Ohio
$232K -$99.9K -886 -31%
SCA
2125
STALEY CAPITAL ADVISERS
Pennsylvania
$232K – – –
83 84
85
86 87